SkillFlix Consultancy Reviews by Employees

The job would require the candidate to meet clients, understand their financial/investment objectives & risk appetite and appropriate products to family offices. What is the role's objective? - Responsible to increase the current market share from assigned relationships across Mumbai in both Fixed Income and Equity - Manage relationship with existing Large, Mid & Small Corporates, and Family Offices - Acquire new clients across MSME's SME' and Family offices - Conduct meetings with clients/sales brokers, understand their needs, and suggest appropriate products - Update clients with the latest market developments and fund house view regularly - Leverage on MIS and other market data for effective sales - Observe competition, clients and share timely feedback to the team Knowledge required for the role: - Strong knowledge of capital markets and other financial products - Strong product knowledge - Business Acumen - Deep understanding of sales process Skills required for the role: - Influence clients and stakeholders - Deliver good presentations - Network and use market intelligence for increasing reach in the market - Familiarity with Microsoft Office What is the prior experience needed? - 8 to 15 years of experience in family office Sales or Wealth Management What qualification you should have? - MBA or any equivalent degree

Mumbai

Family Office Role - Wealth Management 

Job Description for Family Office Role - Wealth Management  in Skillflix Consultancy India Private Limited in  Mumbai for (8-15) years of experience. Apply Now!